Craftsman Automation Limited — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Craftsman Automation reported H1 FY26 consolidated sales of INR 3,786 crores and EBITDA of INR 582 crores (15% margin), with net debt-to-EBITDA at 2.46. Management expects double-digit EBITDA for Sunbeam in FY27, backed by operational efficiency. The company plans significant CAPEX, notably INR 1,000 Cr for Craftsman and INR 280 Cr for DR Axion, targeting a minimum 20% pre-tax ROCE on new projects. Key growth areas include the $100 million data center opportunity by 2029/30 and expanding aluminum product capacity. Management is confident about India's manufacturing growth, seeing strong OEM commitments and no major M&A planned for 18 months.